Hey everybody, Rob Marwick here. Welcome back to Tesla Daily. Today we've got a really

nice day for the stock to talk about best day in a few months actually. Of course, we've

got updates on Project Highland and Cybertruck, a new adopter of NACS and a few other items

as well. So looking at the stock, a nice bounce back for Tesla today after a challenging

past month as we have talked about. But actually the best day for Tesla since March, March 21,

so five months to the day with Tesla closing up 7.3% to $231.28, while the NASDAQ with

a nice day as well, up 1.6% today. So personally, I think this is largely just a bounce back,

but a couple of things that could have contributed to it today. One of which is Baird Equity

Research adding Tesla to their best ideals list, saying that price cuts and impact on margins

are going to drive the narrative for the second half of the year. But there's a lot of

other potential catalysts for the stock, including launch of Cybertruck, adoption of full self-driving,

and expansion into new markets. So nothing earth shattering, of course, in that analysis.

And I think you can add Project Highland potentially to that as well. Certainly, possibility

of continued strong Tesla energy results. Plenty of things, too, still look forward to,

but I do agree with the first part there that it is going to hinge on pricing and margins

and probably more so than anything else, just macro conditions and what the market does

during this period. Still, nice to have somebody put a reminder out that there are things

to look forward to.

The other news that came out really late on Friday, maybe helping a bit today, is that Honda

and Acura, Acura being the luxury brand of Honda, announced that they are also planning

to adopt an ACS or the North American charging standard. It's been a bit since we had the

flurry of automakers making these announcements, so a good reminder that these can still continue.

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